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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

399 hedge funds and large institutions have $2.94B invested in SPDR Bloomberg Convertible Securities ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+13
Holders Change %
+3.37%
% of All Funds
8.07%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.55%
New
49
Increased
129
Reduced
160
Closed
33
Calls
$1.88M
Puts
$289K
Net Calls
+$1.59M
Net Calls Change
-$207M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$90.3M
2
IA
IndexIQ Advisors
New York
+$47.9M
3
Deutsche Bank
Deutsche Bank
Germany
+$26.9M
4
Goldman Sachs
Goldman Sachs
New York
+$19.9M
5
TCM
Tradewinds Capital Management
Washington
+$18.9M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$81M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$38.8M
3
AWM
AE Wealth Management
Kansas
-$32.5M
4
SS
Simplicity Solutions
Minnesota
-$31.9M
5
PWAG
Polaris Wealth Advisory Group
California
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$760K – – –
Lazard Asset Management
227
Lazard Asset Management
New York
$757K -$665K – –
KM
228
Kalos Management
Georgia
$757K +$519K +7,120 +217%
EVM
229
Eaton Vance Management
Massachusetts
$750K -$13.8K -200 -2%
LWM
230
Loveless Wealth Management
Montana
$741K +$87.5K +1,270 +13%
BOS
231
Bank of Stockton
California
$730K +$155K +2,250 +27%
RJT
232
Raymond James Trust
Florida
$702K -$45.3K -657 -6%
OMC
233
Overbrook Management Corp
New York
$700K +$23.4K +340 +3%
FMC
234
First Merchants Corp
Indiana
$689K +$689K +10,000 New
CA
235
Cetera Advisors
Colorado
$681K -$425K -6,171 -38%
GCMG
236
Gyroscope Capital Management Group
Florida
$665K +$665K +9,651 New
PP
237
Prudential plc
United Kingdom
$655K -$915K -13,280 -58%
FIM
238
Freedom Investment Management
Connecticut
$652K -$96.7K -1,404 -13%
EGA
239
E&G Advisors
Texas
$651K – – –
FFS
240
Founders Financial Securities
Maryland
$648K -$383K -5,569 -37%
Capstone Investment Advisors
241
Capstone Investment Advisors
New York
$643K -$602K -8,731 -48%
RW
242
RVW Wealth
California
$627K +$414 +6 +0.1%
WP
243
WealthSource Partners
California
$611K -$46.3K -672 -7%
SS
244
Sunbelt Securities
Texas
$608K -$79K -1,147 -11%
Bank Julius Baer & Co
245
Bank Julius Baer & Co
Switzerland
$606K – – –
PCWA
246
Pacific Capital Wealth Advisors
California
$585K – – –
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$565K +$61.6K +895 +12%
NFG
248
Nations Financial Group
Iowa
$562K +$6.27K +91 +1%
AIP
249
Almanack Investment Partners
Pennsylvania
$554K +$554K +7,709 New
JWCA
250
J.W. Cole Advisors
Florida
$545K -$225K -3,272 -29%
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